What is Trinity Tax Services, LLC's NAICS code?

Trinity Tax Services, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Strategic Partnership Strong recent collaboration with ClairFi Technologies suggests Trinity Tax Services is open to partnerships that enhance wealth coordination for high-income professionals. This indicates potential for co-sell or aligned offering opportunities with fintech or wealth tech platforms targeting premium clients.

High-Value Client Focus Positioned as a boutique firm serving high-wealth individuals and business owners, Trinity Tax Services can be a target for premium tax planning, estate planning, and cross-border tax services, with potential upsell to comprehensive wealth management support through partner ecosystems.

Growth Capacity Annual revenue range of 1–10 million and a lean team (2–10 employees) imply scalable service delivery models and potential needs for compliant tech-enabled back-office, client onboarding, and automation to handle higher client volumes without compromising personalization.

Tech Stack Leverage Existing tech stack (AWS, WordPress, iCIMS, analytics) shows readiness for digital client experiences, secure data handling, and marketing automation. This presents opportunities to offer integrated onboarding, client self-service portals, and targeted digital campaigns to acquire similar high-net-worth clients.

Market Positioning Operates in a competitive landscape with large incumbents; by highlighting personalized service and nationwide reach, Trinity can differentiate through white-glove tax planning, quick responsiveness, and strategic partnerships that expand its service footprint beyond traditional tax prep.

Similar companies to Trinity Tax Services, LLC

TaxAct
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H&R Block
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Liberty Tax
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Trinity Tax Services, LLC Tech Stack

Trinity Tax Services, LLC uses 8 technology products and services including iCIMS, Amazon Web Services, Amazon CloudFront, and more. Explore Trinity Tax Services, LLC's tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Amazon CloudFront
Content Delivery Network
WordPress
Content Management System
jQuery Migrate
Javascript Libraries
Priority Hints
Performance
Bootstrap
UI Frameworks
Piwik PRO Core
Web Analytics

Media & News

ClairFi Technologies Inc. and Trinity Tax Services, LLC partner to help high-income professionals and business owners eliminate wealth leakage by combining AI infrastructure with custom tax systems in a unified Private Wealth Office experience in Texas on Apr 22nd '26.
DALLAS, TX, UNITED STATES, April 22, 2026 - ClairFi Technologies Inc. ("ClairFi"), a leading wealth coordination platform, and Trinity Tax Strategies LLC ("Trinity"), a boutique high-wealth consulting firm, today announced a strategic partnership designed to eliminate "wealth leakage" for high-income professionals and business owners.
Apr 22, 2026 | www.clairfi.com

Trinity Tax Services, LLC's Email Address Formats

Trinity Tax Services, LLC uses at least 1 email format:

Trinity Tax Services, LLC Email Formats	Example	Percentage
First@trinitytaxservicesllc.com	John@trinitytaxservicesllc.com	100%

Frequently Asked Questions

What is Trinity Tax Services, LLC's phone number?

You can contact Trinity Tax Services, LLC's main corporate office by phone at

+1-817-446-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Trinity Tax Services, LLC's official website and social media links?

Trinity Tax Services, LLC's official website is trinitytaxservicesllc.com and has social profiles on LinkedIn.

How much revenue does Trinity Tax Services, LLC generate?

As of October 2026, Trinity Tax Services, LLC's annual revenue is estimated to be $1M - $10M.

What is Trinity Tax Services, LLC's SIC code and NAICS code?

Trinity Tax Services, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Trinity Tax Services, LLC have currently?

As of October 2026, Trinity Tax Services, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Income Tax Preparer: R. C. Explore Trinity Tax Services, LLC's employee directory with LeadIQ.

What industry does Trinity Tax Services, LLC belong to?

Trinity Tax Services, LLC operates in the Financial Services industry.

What technology does Trinity Tax Services, LLC use?

Trinity Tax Services, LLC's tech stack includes iCIMS, Amazon Web Services, Amazon CloudFront, WordPress, jQuery Migrate, Priority Hints, Bootstrap and Piwik PRO Core.

What is Trinity Tax Services, LLC's email format?

Trinity Tax Services, LLC's email format typically follows the pattern of First@trinitytaxservicesllc.com. Find more Trinity Tax Services, LLC email formats with LeadIQ.

When was Trinity Tax Services, LLC founded?

Trinity Tax Services, LLC was founded in 2015.

Trinity Tax Services, LLC

Q: How many employees does Trinity Tax Services, LLC have currently?

Trinity Tax Services, LLC has approximately 4 employees.

Q: What technology does Trinity Tax Services, LLC use?

Trinity Tax Services, LLC's tech stack includes HeadJS, Google Analytics, Font Awesome, jsDelivr, HSTS.

Financial ServicesTexas, United States2-10 Employees

Trinity Tax Services, LLC is a financial services firm based in Fort Worth, Texas. It emphasizes individualized attention for clients while offering a broad range of professional services and states it can assist people across the United States regardless of where they live or work. The firm operates with a small team, positioning itself to provide personalized service without sacrificing breadth of capabilities.

In April 2026, Trinity Tax Services announced a strategic partnership with ClairFi Technologies Inc. to reduce wealth leakage for high-income professionals and business owners. This collaboration signals a focus on high-income clients in the U.S. market and reflects an emphasis on addressing client wealth considerations.